Out of Stock Products – can I use them?

like implementing Dynamics 365 Field Service for clients in various industries because, in any field service organisation, there are literally dozens (if not hundreds) of rules, approvals and specific processes, and therefore every implementation is unique in many ways. It also underlines how broad and deep the landscape of the product is, to be able Continue reading Out of Stock Products – can I use them?

Understanding Product Types in Dynamics 365 Field Service

How do products work in Dynamics 365 Field Service? Let’s look at three examples: Imagine we work in a fictitious Atlantis Coffee Servicing company where we install coffee machines, refill machines and fix if they are broken. To keep it simple, let’s consider the following three services: Install a new coffee machine: Coffee machines is Continue reading Understanding Product Types in Dynamics 365 Field Service

Understanding “Products to Assets” process in Dynamics 365 Field Service

For field service organisations, once product is installed at client site, it actually becomes an asset from the operations perspective (since it needs to be serviced and maintained in future). These assets are then inspected (Inspections), maintained (Agreements and Work Orders), and then monitored (Connected Field Service) – all of these are features of Dynamics Continue reading Understanding “Products to Assets” process in Dynamics 365 Field Service